Wealth Management Essentials (WME®) for Financial Planners

Issued by Canadian Securities Institute

This digital credential indicates that the individual has completed the fast track WME® course for Financial Planners. Completing this course means that they have a strong understanding of the fundamentals of financial planning and wealth management. They also possess the ability to monitor investment trends, evaluate client portfolios and manage risk.

Additional Details

Skills

Asset Allocation
Retirement And Estate Planning
Security Analysis And Selection
Tax Planning
Understanding Client Needs

Earning Criteria

Completed 110-160 hours of study
Successfully passed a 1-hour and a 3-hour proctored examination
Course Syllabus
Course Overview and Requirements
Information in French

Standards

Canadian Investment Regulatory Organization (CIRO)

CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces and is carrying on the regulatory functions of IIROC and the MFDA. This course meets CIRO's investment dealer proficiency requirements.